MTUM vs JEPQ

AMTUM

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$15,425MTUM

Lowest cost0.15%MTUM · $15 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common23.6%MTUM and JEPQ

MTUM

JEPQ

iShares MSCI USA Momentum Factor ETF · $17.0BJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+26.9%3 years · per year$20,414 · $17,406+20.3%

+9.1%5 years · per year$15,425 · […][…]

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

0.68%12-mo yield$68 · $1,217 on $10k12.17%

−20.8%Worst dropSmaller wins−8.8%

27.9%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsMTUM · JEPQ

5.0%MU4.2%

5.6%AMD3.3%

2.0%GOOG4.1%

1.9%LRCX1.6%

Held in common23.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	0.68%	−2.0%	+9.4%	+8.4%	+26.9%	+9.1%	−20.8%	$17.0B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	0.68%	−2.0%	+9.4%	+8.4%	+26.9%	+9.1%	−20.8%	$17.0B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MTUM vs JEPQ

MTUM

iShares MSCI USA Momentum Factor

$15,425

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureMTUMJEPQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield0.68%12.17%

5 years, per year+9.1%[…]

3 years, per year+26.9%+20.3%

Worst drop · 1Y−20.8%−8.8%

Volatility · 1Y27.9%15.5%

3–2measures won
JEPQ first

23.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MTUM, JEPQ

Today

23.6%most shared, MTUM and JEPQ

MTUMJEPQ

MTUM—23.6%

JEPQ23.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

MTUM$68 − $15 = $53

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee